Shared Vision Wealth Group LLC Ishares Agency Bond ETF Call Options Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AGZ
# of Institutions
151Shares Held
4.8MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors752KShares$81.3 Million10.39% of portfolio
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Stifel Financial Corp St. Louis, MO352KShares$38 Million0.04% of portfolio
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High Tower Advisors, LLC Chicago, IL314KShares$33.9 Million0.05% of portfolio
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International Assets Investment Management, LLC Orlando, FL211KShares$22.8 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL188KShares$20.3 Million0.01% of portfolio